Quincy Lee
Ancient Art (Teton Capital)
Ancient Art (Teton Capital) Portfolio 13F
Quincy Lee Holdings Activity
- Portfolio value:
- $630.60M≈ (+$81M≈)
- Previous value:
- $549.25M≈
- # of changes:
- 11
- New positions:
- 2
- Reported for:
- 30 Jun 2019 (Q2)
- Latest filing date:
- 14 Aug 2019
Ancient Art (Teton Capital) has disclosed a total of 11 changes to the portfolio in the (2019 Q2) SEC report(s): increased the number of shares of 4, bought 2 totally new, decreased the number of shares of 4 and completely sold out 1 position(s).
What stocks did Quincy Lee buy in 2019 Q2?
During 2019 Q2 Quincy Lee has bought 6 securities out of which top 5 purchases (by % change to portfolio) were (ZG) Zillow Group Inc (added shares +20.50%), (RDFN) Redfin Corp (added shares +71.60%), (UPWK) Upwork Inc (added shares +683.29%), (THO) Thor Industries Inc (new buy) and (STLA) STELLANTIS NV (new buy).
What did Quincy Lee invest in during 2019 Q2?
11 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
STELLANTIS NV
|
new
|
$13.82
|
-57.74%($5.84)
|
1.59%
|
2019 Q2
|
≈ 0.25 years
|
||||
|
|
Thor Industries Inc
|
new
|
$58.45
|
+36.37%($79.71)
|
3.08%
|
2019 Q2
|
≈ 0.25 years
|
||||
|
|
Upwork Inc
|
+683.29%
|
$16.08
|
-41.70%($9.38)
|
4.93%
|
2019 Q1
|
≈ 0.50 years
|
||||
|
|
Eventbrite Inc, CL-A
|
+153.19%
|
$16.20
|
|
0.85%
|
2019 Q1
|
≈ 0.50 years
|
||||
|
|
Redfin Corp
|
+71.60%
|
$17.98
|
|
8.54%
|
2018 Q1
|
≈ 1.50 years
|
||||
|
|
Zillow Group Inc
|
+20.50%
|
$45.88
|
-20.12%($36.65)
|
16.61%
|
2017 Q3
|
≈ 2.00 years
|
||||
|
|
Builders FirstSource Inc
|
-10.94%
|
$16.86
|
+343.57%($74.78)
|
2.42%
|
2018 Q3
|
≈ 1.00 year
|
||||
|
|
Alphabet Inc, CL-C
|
-21.84%
|
$54.05
|
+595.44%($375.86)
|
15.33%
|
2015 Q2
|
≈ 4.25 years
|
||||
|
|
Charter Communications Inc
|
-30.26%
|
$395.18
|
-61.86%($150.73)
|
7.51%
|
2013 Q2 or earlier
|
≈ 6.25+ years
|
||||
|
|
Purple Innovation Inc
|
-78.76%
|
$168.74
|
-94.16%($9.86)
|
0.02%
|
2018 Q1
|
≈ 1.50 years
|
||||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.